ETFs & Shares

The ETF and Shares tabs track your past purchases and current live price movements of your assets.

Manual User Cells

• ETF & Share Details in the Watch table at the top • Purchase History in the Purchase History table at the bottom

Introduction

The ETFs & Shares tab lets you monitor your investments and gain insights into their performance. At the top of the tab, you'll find the Watch table, which displays details of both owned and watched assets.

The Watch Table

Below that is the Purchase History table, which lists all your buy/sell transactions. The sheet uses this data to automatically calculate your investment performance.

Purchase History Table

Adding a new ETF/Share to the Watch list

To track a new ETF or share (owned or just watched), fill in a new row in the Watch table from left to right. Assets priced in foreign currencies are supported.

Column	Explanation
Ticker	Stock market code, including the exchange and the asset symbol (e.g., "ASX:VGS").Learn how to find your asset ticker.
Fund Name (ETFs only)	Your custom label or nickname for the fund.
Currency	The currency in which the asset is priced. For example, if you own Apple shares on a AUD-based sheet, enter "NASDAQ:AAPL" and use "USD" as the currency. The Live Price will be automatically converted to AUD.
Target Allocation	Used to maintain your portfolio balance by assigning a percentage allocation for each asset.
MGT Fee (ETFs only)	Optional. Add the fund’s management fee for your own reference.
Location (ETFs only)	Optional. Helps visualize regional diversification in the graphs.
Region % (ETFs only)	Optional. Contributes to regional diversification graphs.
Sector	Optional. Helps show sector diversification and can isolate assets used in retirement balances.Learn more here.

Not sure about the Ticker code? Google the asset name and look for the ticker and market code.

Finding the Ticker "NASDAQ:AAPL" via a Google Search

Buying and Selling

Each time you buy or sell, record the transaction in the Purchase History table.

Column	Explanation
Ticker	Must match the ticker used in the Watch table.
Purchase Date	Date of the transaction.
Volume	Number of units bought (positive) or sold (negative).
Bought Price	Price per unit at the time of transaction.
Brokerage	Brokerage fee. This auto-fills, but you can adjust it.
Sold Units (if needed)	Tracks how many units from a purchase have been sold (FIFO method). You can change this if preferred.

Important: Any asset you still own (positive balance) must also be listed in the Watch table so the current price can be fetched.

Automatic Price Lookups

Auto price lookup is now supported for local and international holdings. A few things to note:

• The asset must be listed in the Watch table with a currency defined.

• Lookups are limited to 50 transactions at a time. After a value is fetched, it's automatically converted to a static number to free up quota.

• These are average daily prices, so they won’t match your actual order price exactly.

• Currency conversion is also averaged.

• For accurate performance or CGT estimates, it’s best to manually enter your order price if known.

• Only tickers supported by Google Finance are eligible.

Returning the price with 3–4 Decimal Places

See the FAQ here.

International ETF & Share Support

Version 2 adds support for international assets, converting them to your base currency in real time. These values are included in your net worth with the latest exchange rate.

Step 1 – Add the asset to the Watch table

Example ETF/Share Watch Table in the UK Sheet

Enter the asset’s ticker (Column A), name (Column B), and the currency it's priced in (Column C).

Example of finding the ticker and currency for NASDAQ:TSLA

In the example above, the Live Price column shows the local currency equivalent (e.g., $643.38 USD becomes £467.96 GBP).

Step 2 – Record purchases for international assets

Example ETF/Share Purchase History Table in the UK Sheet

Record international purchases as you would local ones, except:

• The Order Price must be entered in your local currency at the time of purchase.

For example: If you bought 10 NASDAQ:TSLA shares for $250 USD and your sheet uses GBP, convert and enter £181.84 as the Order Price.

Automatic price lookup support includes currency conversion (v2.14+). Same limitations as above apply:

• Must be listed in the Watch table with currency set

• 50 transaction limit (replaced with static values automatically)

• Values are estimates, based on daily averages

• Manually enter exact prices for accuracy

• Works only with tickers supported by Google Finance

Backdated Currency Rates

To find historical exchange rates, use:

• XE Currency Tables

• X-Rates Historical

• OFX Exchange Rates

Future versions of the Sheet will support automatic conversion of past transactions.

Adding new rows to the Watch table

Need more rows in the Watch table? Here's how:

Step 1 – Right-click on a row containing an existing yellow holding.

Step 2 – Select Insert 1 above.

Step 3 – Right-click the same row again and select Copy.

Step 4 – Right-click the new empty row and select Paste.

Repeat this process to add more rows as needed. The copied formulas will carry over.